ADK Intel is the operating layer for modern CFO and advisory firms. Tiers scale by the size of your client book and the depth of intelligence you need - so your team can collaborate without per-seat friction.
Firm-level subscriptions AI advisory intelligence No-PII data posture
Establish advisory infrastructure
Foundation
$299/mo
month-to-month · cancel anytime
Up to 10 active clients
3 advisor seats included
KPI dashboards & scorecards
Cash flow forecasting
Budget vs. actual tracking
AI meeting summaries
Branded client portal
Upload-first, no-PII data posture
Most chosen
Scale advisory delivery
Operator
$799/mo
month-to-month · cancel anytime
Up to 25 active clients
Expanded advisor seats
Everything in Foundation
Scenario & driver-based planning
Industry benchmarking
AI meeting prep agent
Trigger & alert systems
Workflow dashboards
Transcript intelligence
Run a firm-wide operating system
Command
$1,999/mo
month-to-month · cancel anytime
75+ active clients
Multi-team, role-based access
Everything in Operator
Advanced permissions & teams
Custom reporting layers
Workflow automation
Advanced AI advisory intelligence
Firm-wide operational dashboards
Priority advisor support
Bespoke advisory infrastructure
Enterprise
Custom
Unlimited clients
Custom team structures
Everything in Command
Custom onboarding & migration
Bespoke workflow design
Custom permissions & data zones
White-label readiness
Enterprise reporting & exports
Named technical partner
All plans are month-to-month - no contract, cancel anytime. Pay annually and save 20%. Every firm starts with a guided demo call so we can walk through the workspace before you subscribe.
Add-on
Firm-Branded Platform Environment
Launch ADK Intel under your own firm brand with a private client experience.
Starter Branding
$2,500 setup
+$497/month
Includes
Custom firm logo
Firm color branding
Custom login experience
Domain connection
Branded client portal
Branded PDF exports
Standard onboarding
Best for
Smaller advisory and operational teams launching a branded client experience.
Most popular
Professional Branding
$5,000 setup
+$997/month
Includes
Everything in Starter
Priority onboarding
Multi-admin controls
Branded notification emails
Custom workspace configuration
Expanded client limits
Advanced support
Best for
Growing firms scaling operational intelligence across multiple clients and team members.
Enterprise Environment
Custom pricing
Includes
Enterprise-scale deployment
Advanced workflow customization
Multi-location infrastructure
Dedicated onboarding
Custom integrations
Priority support
Expanded storage & processing
Best for
Large operational teams and enterprise organizations requiring custom infrastructure.
Important note: ADK Intel provides configurable software infrastructure and branded platform environments. Custom software development, advanced integrations, and bespoke workflow engineering may require separate implementation pricing.
Advisory economics
Compress advisory hours. Expand advisory margin.
ADK Intel is built to give senior advisors back the hours they currently lose to prep, recap, and follow-through. The result is a quietly significant shift in project economics: more clients served at a higher caliber, without scaling the team.
6-10 hrs
per advisory client / month
Reclaimed from manual prep, KPI assembly, recap writing, and action-item follow-up.
30-50%
reduction in project cycle time
On budgeting, forecasting, and operational diagnostics - the work clients pay the most for.
2-3x
client capacity per senior advisor
Without quality erosion: AI handles the structured layer so senior judgment compounds.
Where the hours come back
- Pre-meeting briefs generated from the client's last 30 days
- Transcript intelligence routes decisions into action items and the right ADK Intel tool
- Monthly executive recaps drafted for review instead of written from scratch
- KPI rollups, budget variance, and risk flags maintained continuously
What that means for the firm
- Fixed-fee advisory engagements move from break-even to genuinely profitable
- Senior time is reserved for judgment and relationship, not assembly
- Faster delivery becomes a differentiator in pitches and renewals
- The platform pays for itself inside the first month of active use
Estimates reflect typical operational improvements reported by advisory firms adopting integrated operational intelligence platforms. Outcomes depend on engagement scope and team adoption.
Why firm-level, not per-seat
Per-seat pricing punishes the firms that get the most leverage from a platform - the ones whose entire team collaborates inside it. ADK Intel is priced like operational infrastructure: you pay for the scope of the book you serve, not for the number of people on the team serving it.
Sized by client book
Tiers scale with the count of active advisory clients you manage - the actual driver of platform load and value.
Generous team access
Bring marketing, analyst, and admin team members in. We never throttle collaboration to charge for seats.
Operational leverage
Upgrades unlock deeper AI - prep agents, transcript intelligence, scenario planning - not just more rows.
Common questions
What counts as an active client?
A client workspace with at least one open advisor seat, KPI dashboard, or scheduled meeting in the trailing 60 days. Archived clients do not count.
Can we exceed the client cap?
Yes. We won't throttle you mid-month - we'll surface an upgrade prompt and a one-click move to the next tier.
How do team seats work?
Each tier includes a generous baseline of advisor seats. Add marketing, ops, or analyst team members at no extra charge - we only re-tier when you cross the client thresholds.
Is there a free trial?
No free trial. We do a short demo call so you can see the workspace running against scenarios that look like your firm. Once you're set up, you're on a month-to-month subscription with no commitment - cancel anytime. Prefer to pay yearly? We discount annual plans by 20%.
Monthly or annual billing?
Month-to-month by default - no contract, cancel anytime from inside the app. If you'd rather pay annually, we apply a 20% discount on the same plan. You can switch cadence whenever you want.
How is data secured?
Upload-first, no-PII by default. Scrubbed data passes through the AI advisor pipeline. See our security page for the full posture.
Is this fully custom software?
No. ADK Intel provides a configurable operational intelligence platform with optional firm branding and workspace customization.
Can I use my own domain?
Yes. Firm-branded environments can connect custom domains and client portal experiences.
Does ADK Intel provide advisory services?
No. ADK Intel is an AI-assisted operational intelligence and workflow software platform designed to support visibility, collaboration, and strategic workflows.
Run your firm on infrastructure built for it.
Book a demo, then subscribe month-to-month. No trial, no contract - and 20% off if you pay annually.